- Bank of America (White Plains, NY)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - White Plains Financial Center White Plains, New York **Job Description:** ... your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I...career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (West Nyack, NY)
- Merrill Financial Solutions Advisor - Paramus & Associates Market Paramus, New Jersey;Fort Lee, New Jersey; West Nyack, New York **Job Description:** At Bank ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Bank of America (Stamford, CT)
- Merrill Financial Solutions Advisor - Stamford Market (PR) Stamford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Edward Jones (Danbury, CT)
- **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
- Citigroup (Stamford, CT)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +...investment advice to clients through a select number of solutions using firm models & research. + Master referral… more
- Kestra Financial (Wappingers Falls, NY)
- …insurance, and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, and/or Registration + ... Summary The Lead Advisor is responsible for developing new business, managing...Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Bank of America (Stamford, CT)
- …Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed Supervision, Registration & ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… more
- Bank of America (Stamford, CT)
- …Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed Supervision, Registration & ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… more